Financial Synergies Wealth Advisors’s Ulta Beauty ULTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$523 | – | 445 |
|
|
2024
Q1 | $523 | Hold |
1
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $470 | Hold |
1
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $400 | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $471 | Hold |
1
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $546 | Hold |
1
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $470 | Hold |
1
| – | – | ﹤0.01% | 378 |
|
|
2022
Q3 | $402 | Hold |
1
| – | – | ﹤0.01% | 379 |
|
|
2022
Q2 | $386 | Buy |
+1
| New | +$386 | ﹤0.01% | 395 |
|